The Aesthetic Consultation Framework Toolkit


Consultation & Treatment Planning Templates
A structured set of consultation and treatment planning forms designed to support clear communication, thoughtful treatment mapping, and consistent patient experience — ideal for clinics refining their consultation process or building strong foundations from the start.
This asset opens as an editable Canva template. You’ll be prompted to make your own copy.
THE CONSULTATION DIALOGUE GUIDE & SCRIPT TEMPLATE
Support confident, consistent consultations — without scripts that feel forced or transactional.
- Helps guide conversations while preserving authenticity and clinical integrity
- Reduces inconsistency between providers without micromanagement
This asset opens as an editable Canva template. You’ll be prompted to make your own copy.
The Practice Performance Tracker

a clear picture of revenue & retention metrics
Access this simple tracking tool designed to help aesthetic clinics monitor monthly revenue, patient retention, and overall practice health. By visualizing key performance trends over time, this resource helps clinic owners and providers identify growth opportunities, strengthen patient relationships, and build more sustainable practices.
Click the button below to open the tracker in Google Sheets.
Once the sheet opens, select File → Make a Copy to save your own editable version.

